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Ben Bajarin· @BenBajarin · X·· 5 天前AI 评分43
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我愿意相信 Intel 说的 PC 市场放缓会在 2027 下半年好转,但我不这么认为,这也不是我们目前对整个行业建模的假设。2027 年可能没有 2026 年那么负面,但我仍认为平均水平会是下滑的。

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I'd like to believe Intel that the PC slowdown gets better 2H27 but I don't think so and that is not what we are modeling for the sector currently. 2027 may not be as negative as 2026 but I still think it is down on averages.

来源:Ben Bajarin · x.com